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Annaly Capital Management

522 hedge funds and large institutions have $7.07B invested in Annaly Capital Management in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 171

11% more capital invested

Capital invested by funds: $6.38B → $7.07B (+$690M)

0.27% more ownership

Funds ownership: 13.87%14.15% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 543522 (-21)

19% less call options, than puts

Call options by funds: $38.8M | Put options by funds: $47.8M

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
522
Holders Change
-21
Holders Change %
-3.87%
% of All Funds
13.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
207
Reduced
171
Closed
67
Calls
$38.8M
Puts
$47.8M
Net Calls
-$9.08M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
426
MCF Advisors
Kentucky
$112K +$106K +2,250 +2,885%
NSIM
427
North Star Investment Management
Illinois
$111K +$12.1K +257 +13%
AIM
428
Advantage Investment Management
Iowa
$104K +$2.64K +56 +3%
KPCM
429
Kings Point Capital Management
New York
$101K
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$99K -$8.87K -188 -8%
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$95K -$3.02K -64 -3%
MRCM
432
M&R Capital Management
New Jersey
$91K
JCM
433
Jacobi Capital Management
Pennsylvania
$88K -$4.86K -103 -5%
CFA
434
Carroll Financial Associates
North Carolina
$88K +$755 +16 +0.9%
RFA
435
Reilly Financial Advisors
California
$88K +$11.8K +250 +16%
PSUF
436
People's United Financial
Connecticut
$86K +$23.6K +500 +39%
EFSCE
437
Enterprise Financial Services Corp (EFSC)
Missouri
$80K +$40.2K +851 +105%
HCM
438
Highlander Capital Management
New Jersey
$75K -$7.08K -150 -9%
KF
439
Krilogy Financial
Missouri
$73K +$3.78K +80 +6%
WA
440
WFG Advisors
Texas
$73K +$6.14K +130 +9%
CTC
441
Central Trust Company
Missouri
$70K
CG
442
Cutler Group
California
$65K +$9.44K +200 +17%
AB
443
AT Bancorp
Iowa
$65K +$63.6K +1,347 New
AIM
444
Assured Investment Management
New York
$64K +$62.7K +1,328 New
IIC
445
Integrated Investment Consultants
Michigan
$60K -$54K -1,145 -48%
EDRH
446
Edmond de Rothschild Holding
Switzerland
$60K -$11.1K -235 -16%
SFFS
447
Stonehage Fleming Financial Services
Jersey
$60K
WC
448
Whitnell & Co
Illinois
$60K
HNB
449
Huntington National Bank
Ohio
$56K +$11.5K +244 +27%
WB
450
Webster Bank
Connecticut
$55K

NLY Hedge Fund Activity: Q2 2017 in Review

522 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2017, worth a combined $7.07B — up 11% from $6.38B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of NLY and 52 opened new positions — a net loss of 15 holders — while 171 trimmed existing stakes and 207 added.

The largest buyer was Principal Financial Group, adding an estimated $120M. The largest seller was Bank of America, cutting an estimated $45.2M.

  • 522 institutional investors held Annaly Capital Management (NLY) as of Q2 2017, down from 543 in Q1 2017.
  • Funds reported $7.07B of Annaly Capital Management stock for Q2 2017, up 11% quarter-over-quarter.
  • 52 funds opened new Annaly Capital Management positions in Q2 2017 and 67 closed out, a net change of -15 holders.
  • The largest Annaly Capital Management buyer in Q2 2017 was Principal Financial Group, an estimated $120M added.
  • The largest Annaly Capital Management seller in Q2 2017 was Bank of America, an estimated $45.2M sold.

Based on aggregated 13F filings for Q2 2017.